Our Process

Our engineered approached to financial planning starts with a personalized assessment of your specific circumstances and needs. By understanding your vision for the future, we can better guide your financial journey and help you protect and grow your assets.

Whether your goal is to save for retirement and create a sound retirement income plan, grow your business, provide for your children’s or grandchildren’s education, or build a lasting personal or philanthropic legacy, we work with you one-on-one to customize an investment strategy based on your specific resources and priorities.

As independent financial advisors, we’re able to utilize a wide range of best-in-class investment and cash-management options. We can further strengthen your portfolio with life insurance and other asset-protection solutions as appropriate for your needs and risk profile.

Because we understand the entrepreneurial spirit and the challenges business owners face in building an enterprise, we offer the tools and resources you need to help take care of your employees and thrive in today’s competitive landscape:

401(k) and other employee retirement savings plans

Pension and employee stock ownership plans

Business succession planning

With deep experience supporting young professionals and those in the medical and technological fields, we help you define goals, achieve higher levels of financial literacy, and engage strategies designed to build multi-generational wealth.

As your circumstances and priorities change, we work with you to revise your strategy, ensuring you capture opportunities, avoid mistakes and stay on track. A diverse and committed team of advisors, we’re here to help you successfully navigate life’s challenges over the long-term and create a secure financial future for yourself and your family.

To learn more, or to schedule an appointment to review your circumstances and financial priorities, please email or call (516) 268-3446.

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The content is developed from sources believed to be providing accurate information.
The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals
for specific information regarding your individual situation. Some of this material was developed and produced by
FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named
representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a solicitation for the purchase or
sale of any security.

Copyright 2019 FMG Suite.

Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. PareShah Partners is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice.

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at844-5-KESTRA (844-553-7872).

Any web site links referenced are being provided strictly as a courtesy. Neither us, nor Kestra IS or Kestra AS are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided.